14/11/2023
Expert Talk
Multi Asset Fund Flash: Position for China’s Tactical and Medium-Term Opportunities
The Upside of Geopolitical Uncertainty
Friday 19 April 2024
Expert Talk
The Upside of Geopolitical Uncertainty
In an era of rising geopolitical uncertainty it is tempting for investors to succumb to pessimism. But look closer and there is more to be excited about than you might think.
2024 will be a year marked by critical elections and higher odds for many negative geopolitical outcomes. Fear of escalation in the Middle East is growing while the outcome of the election in Taiwan sets the stage for more discord in China-US relations. More aggressive rhetoric coming out of North Korea is raising concerns over a potential war with the South.
Unnerving as developments may be, they should not be viewed solely through the lens of risk mitigation. Why? Because risk in one part of the world often brings opportunity in another – and not just in the Global South but in the West too. You simply need to know how to spot the dynamics playing out.
